Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.612 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49231.45 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43307.66 Kr¶
PnL: ---------------------------------------> -1567.92 Kr¶
DD now: ---------------------------------> -7.321 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 15:26:22.548752'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.410000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| JM | 7 | 3.080000 | 959.700000 | 9.700000 | 1.020000 | 950.000002 |
| Hennes & Mauritz B | 6 | 0.460000 | 921.120000 | 9.120000 | 1.000000 | 912.000000 |
| Nederman Holding | 1 | 0.970000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| Atrium Ljungberg B | 5 | -0.280000 | 901.000000 | -3.000000 | -0.330000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.770000 | 981.200000 | -11.800000 | -1.190000 | 993.000000 |
| BioGaia B | 8 | -0.980000 | 892.000000 | -12.000000 | -1.330000 | 904.000000 |
| Eastnine | 6 | -1.650000 | 644.400000 | -12.600000 | -1.920000 | 657.000000 |
| INVISIO | 15 | -0.420000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Biotage | 1 | -1.200000 | 131.400000 | -17.600000 | -11.810000 | 149.000000 |
| OX2 | 12 | -0.200000 | 889.200000 | -19.800000 | -2.180000 | 909.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Bufab | 3 | -1.080000 | 1047.000000 | -29.000000 | -2.700000 | 1076.000001 |
| AcadeMedia | 20 | -1.820000 | 948.400000 | -29.600000 | -3.030000 | 978.000000 |
| Alimak Group | 12 | -0.610000 | 976.800000 | -30.200000 | -3.000000 | 1007.000004 |
| Investor B | 3 | -0.500000 | 625.650000 | -32.350000 | -4.920000 | 657.999999 |
| Vitrolife | 3 | -2.280000 | 643.200000 | -33.800000 | -4.990000 | 677.000001 |
| Sandvik | 4 | -1.070000 | 813.200000 | -34.800000 | -4.100000 | 848.000000 |
| Latour B | 4 | -1.110000 | 820.400000 | -35.600000 | -4.160000 | 856.000000 |
| Vitec Software Group B | 2 | -0.840000 | 1067.000000 | -37.000000 | -3.350000 | 1104.000000 |
| Platzer Fastigheter Holding B | 12 | 0.260000 | 912.000000 | -39.000000 | -4.100000 | 951.000000 |
| Hexatronic Group | 15 | -0.890000 | 1032.000000 | -39.000000 | -3.640000 | 1071.000000 |
| EQT | 4 | 0.770000 | 834.000000 | -39.000000 | -4.470000 | 873.000000 |
| Byggmax Group | 33 | -0.780000 | 927.300000 | -39.700000 | -4.110000 | 966.999990 |
| Gränges | 10 | -1.960000 | 999.000000 | -40.000000 | -3.850000 | 1039.000000 |
| Hoist Finance | 36 | -1.100000 | 970.200000 | -40.800000 | -4.040000 | 1010.999988 |
| Sagax B | 4 | -1.450000 | 843.200000 | -41.800000 | -4.720000 | 885.000000 |
| Catena | 2 | 0.160000 | 764.000000 | -42.000000 | -5.210000 | 806.000000 |
| SKF B | 5 | -0.850000 | 936.500000 | -43.500000 | -4.440000 | 980.000000 |
| Sagax A | 4 | -0.940000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| Addnode Group B | 7 | -1.680000 | 858.200000 | -46.800000 | -5.170000 | 904.999998 |
| HEXPOL B | 8 | 0.270000 | 889.600000 | -67.400000 | -7.040000 | 957.000000 |
| Orrön Energy | 170 | -1.590000 | 1943.950000 | -102.050000 | -4.990000 | 2045.999980 |
| Hexagon B | 26 | -1.640000 | 3283.800000 | -136.200000 | -3.980000 | 3420.000012 |
| VEF | 788 | -0.620000 | 1757.240000 | -145.760000 | -7.660000 | 1903.000300 |
| Sedana Medical | 93 | 0.940000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43307.660000 | -1567.920000 | -7.32092% | 44875.578016 |
Updated:¶
'2023-06-22 15:26:39.205682'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
